You can now bulk request e-signatures from various clients and check on the status of consent forms!
1) Navigate to your Dashboard, then under Quick Access click on "Consents":
2) Select the appropriate filters for the types of clients you are looking for
- Select the Status of your consent forms
- "Not Requested" means an e-signature request has not been sent to the client
- "Requested" means an e-signature request was sent to the client, but they have not yet signed the authorization
- "Completed" means the e-signature request was sent to the client and they have completed the e-signature
- Then the Form Type (ie. English consent, French consent, etc). Note: multiple forms can be selected at the same time
- Lastly, click "Search"
This will populate the table below to display all clients under the chosen filters.
3) You can then bulk select clients you wish to re-send the e-signature link to, by using the checkbox column and clicking on "Request e-signature".
4) You will receive a notice that confirms that it might take up to 24h for all clients selected to receive the email. To continue, click on "Send e-signature requests".
5) Once requested, a green notification banner will appear. Once the client(s) have signed the consent forms, you will receive an email notification.
That's it! You now know how to request e-signatures from various clients, in bulk.
If you have any questions or concerns regarding this, please reach out to our Customer Support Team via Live Chat or email - [email protected]